Dale PhillipsCRD Number: 5610375
Current Firm: Mra Associates
Dale Phillips (CRD# 5610375) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 8 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Mra Associates||Phoenix, AZ||Feb 2014 - Current||3|
|Keats, Connelly And Associates, LLC||Phoenix, AZ||Jan 2009 - Feb 2014||5|
|Cross Border Tax & Accounting, LLC||Phoenix, AZ||May 2008 - Feb 2014||5|
|Keats Connelly And Associates Inc.||Phoenix, AZ||May 2008 - Feb 2014||5|
|Unemployed||Peoria, AZ||Nov 2007 - Apr 2008||< 1|
|Impulse Response Group||Phoenix, AZ||May 2003 - Nov 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
Total Assets Under Management2,365MILLIONS
Total Number of Accounts1,577ACCOUNTS
Average Account Value$1,499,644
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, NH, NV, NY, TX, UT, WA
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